# CLAUDE.md

This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.

## Commands

```bash
# Development
pnpm dev                    # Next.js + Turbopack at localhost:3000
pnpm lint                   # ESLint
pnpm type-check             # tsc --noEmit

# Tests
pnpm test                   # Unit tests (Vitest, jsdom)
pnpm test:watch             # Unit tests in watch mode
pnpm test:integration       # Integration tests (Vitest, node + real DB)
pnpm test:e2e               # E2E tests (Playwright, headless)
pnpm test:e2e:ui            # E2E tests with interactive UI
pnpm test:all               # All test suites

# Run a single test file
pnpm test -- tests/unit/po-line-items-editor.test.tsx
pnpm test:integration -- tests/integration/create-po.test.ts

# Database
pnpm db:migrate             # Create + apply migration (dev)
pnpm db:migrate:deploy      # Apply migrations (CI/prod)
pnpm db:seed                # Populate sample data
pnpm db:studio              # Prisma GUI at localhost:5555
pnpm db:reset               # Drop + recreate + seed (dev)
```

## Architecture

### Overview

Internal purchase order management system for a maritime company. Full-stack Next.js 15 App Router app with Prisma + PostgreSQL, NextAuth v5 credentials auth, and Tailwind CSS v4.

**Key design decisions:**
- Server Components for all data-fetching pages; Client Components only where interactivity is needed
- Server Actions for all mutations (form submissions, approvals, etc.)
- Prisma `Decimal` fields **cannot** be passed directly to Client Components — convert with `Number()` in the Server Component before passing as props (see `po-detail.tsx` → `lineItemsForEditor` pattern)
- File storage toggles automatically: Cloudflare R2 in production, `.dev-uploads/` directory in development
- Email toggles automatically: Resend in production, console log in development

### PO Lifecycle (State Machine)

`lib/po-state-machine.ts` enforces all status transitions. The canonical flow:

```
DRAFT → SUBMITTED → MGR_REVIEW → MGR_APPROVED → SENT_FOR_PAYMENT → PAID_DELIVERED → CLOSED
                        ↓↑                              ↕                  ↕
               EDITS_REQUESTED / REJECTED        PARTIALLY_PAID    PARTIALLY_CLOSED
               / VENDOR_ID_PENDING
```

Partial payments (`PARTIALLY_PAID`) and partial receipts (`PARTIALLY_CLOSED`) loop until the full amount/quantity is settled. Imported POs are created directly in `CLOSED`. Every status change is validated against the state machine and recorded as a `POAction` row (audit trail).

### Role-Based Permissions

`lib/permissions.ts` defines `hasPermission(role, permission)` and `requirePermission(role, permission)`. Roles: `TECHNICAL`, `MANNING`, `ACCOUNTS`, `MANAGER`, `SUPERUSER`, `AUDITOR`, `ADMIN`. Permissions include (non-exhaustive): `create_po`, `approve_po`, `process_payment`, `confirm_receipt`, `create_vendor`, `manage_vendors`, `manage_products`, `manage_sites`, `manage_vessels_accounts`, `manage_users`. `create_vendor` is held by submitters too; `manage_*` by Manager/Admin.

**Pattern:** Server Actions call `requirePermission()` (or `hasPermission()`) at the top before any DB write.

**Auth:** NextAuth v5 with a Microsoft Entra SSO provider **and** a credentials provider. SSO-only users have no `passwordHash` (it is nullable) — the profile page lets them optionally set one, and is reachable by every role. Only approvers (`approve_po`) can upload a signature.

### Key Directories

- `app/(portal)/` — All authenticated pages (portal layout with sidebar)
- `app/api/po/[id]/export/` — PDF and XLSX export endpoint
- `lib/validations/po.ts` — Zod schemas for PO forms; exports `TC_FIXED_LINE` and `TC_DEFAULTS`
- `lib/po-state-machine.ts` — All valid status transitions with required roles
- `lib/notifier.ts` — Email dispatch (Resend in prod, console in dev)
- `lib/storage.ts` — File upload/download (R2 in prod, local in dev)
- `components/po/` — PO-specific components (line items editor, status badge, etc.)
- `tests/integration/helpers.ts` — `makeSession()`, `makePoForm()`, `fd()` for integration test setup

### Cost Centre Model

A PO's **cost centre is a Vessel** (the `Vessel` model). `PurchaseOrder.vesselId` is **required**. POs no longer reference a Site as a cost centre — that earlier dual Vessel-or-Site design was removed.

**Form field:** PO create/edit/import forms use a plain `vesselId` select (no more `costCentreRef` encoding).

**Display pattern:** `po.vessel?.name ?? "—"`.

**URL pre-select:** `/po/new?vesselId=<id>`.

**Terminology:** "Vessel" is surfaced as **"Cost Centre"** everywhere in the UI, including the admin page (`/admin/vessels` → "Cost Centre Management"). `Site` still exists as a separate construct (used for vendor-distance and inventory), but is not a PO cost centre. Budget heads are labelled "Accounting Code" (not "Account").

### Accounting Code Hierarchy

`Account` is a self-referential 3-level tree via `parentId` (`AccountHierarchy` relation): **Top Category (6-digit, e.g. `100000`) → Sub-Category (`100100`) → Leaf Item (`100101`)**. Codes are 6-digit numeric strings. Seed data lives in `prisma/accounting-codes-data.ts`.

- **Only leaf items** (accounts with no children) are selectable on a PO.
- PO forms group leaf codes by their sub-category in a searchable dropdown (`components/ui/searchable-select.tsx`, a portal-rendered combobox used in the line-items editor and the main accounting-code field).

### Companies (multi-company invoicing)

`Company` represents the sister company a PO is billed under (`PurchaseOrder.companyId`, optional). Fields: `name`, `code` (unique short code, e.g. `PMS`), `gstNumber`, `address`, `telephone`, `mobile`, `email`, `invoiceEmail`, `invoiceAddress`. Managed at `/admin/companies`. The selected company's details populate the **exported PO header / invoice block** (falling back to hardcoded Pelagia defaults when no company is linked).

### Delivery Locations (issue #19)

`DeliveryLocation` (a `Company` FK + free-text `address` + `isActive`) is an admin-managed list that backs the PO **Place of Delivery** dropdown. Managed at `/admin/delivery-locations`, gated by the **`manage_delivery_locations`** permission (Manager + SuperUser + Admin — explicitly **not** admin-only, per the issue). The CRUD mirrors `/admin/sites` (table + Add/Edit dialogs + activate/deactivate + delete).

The three PO forms (`new-po-form`, `edit-po-form`, `manager-edit-po-form`) render a shared `<DeliveryLocationField>` — a native `<select name="placeOfDelivery">` populated from the **active** locations, each formatted by `lib/delivery-location.ts` `formatDeliveryLocation(company, address)` → `"Company — address"`. **`PurchaseOrder.placeOfDelivery` stays a free-text snapshot** (no FK): the dropdown only changes how the value is picked, so the export, import, and historical/imported POs are unchanged. On edit, a current value not in the active list is preserved as a leading "(current)" option so it's never silently dropped. Deleting a location is therefore always safe (no PO references it).

### Project Codes (issue #124)

`ProjectCode` (a unique `code` string + `isActive`) is an admin-managed list that backs the PO **Project Code** dropdown — it replaced an earlier hardcoded `PROJECT_CODES` array. Managed at `/admin/project-codes`, gated by the **`manage_project_codes`** permission (Manager + SuperUser + Admin), mirroring Delivery Locations (table + Add/Edit dialogs + activate/deactivate + delete). The migration seeds the five originally-hardcoded codes so the dropdown stays populated.

The three PO forms render a shared `<ProjectCodeField options={…}>` — a native `<select name="projectCode">` populated from the **active** codes plus an empty "— none —" option (the field stays **optional**). **`PurchaseOrder.projectCode` stays a nullable free-text snapshot** (no FK): the dropdown only changes how the value is picked, so the export, import, and historical/imported POs are unchanged. On edit, a current value not in the active list is preserved as a leading "(current)" option so it's never silently dropped. Deleting a code is therefore always safe (no PO references it).

### Terms & Conditions catalogue (issue #11)

Admin-managed T&C with **user-defined categories** (not a fixed set) feeding a **dynamic PO editor**.

- **Models:** `TermsCategory` (`name` unique + `sortOrder` + `isActive`) and `TermsCondition` (`categoryId` FK + `text` + `isDefault` + `isActive` + `sortOrder`). Managed at `/admin/terms` (gated by **`manage_terms`** — Manager + SuperUser + Admin). The migration **seeds every standard PO T&C line** as a clause: the five named slots keep their wording, the previously-fixed boilerplate lines live under a **"General"** category, and an empty **"Others"** category is provided. `isDefault` clauses pre-fill new POs.
- **Admin** (`/admin/terms`): the Add/Edit clause form's category is a combobox — typing a new name **creates the category** ("add a new category along with the clause"). `isDefault` is a checkbox.
- **PO editor** (`components/po/po-terms-editor.tsx`, used by all three PO forms): a dynamic list — **"+ Add term"** appends a row; each row is a category combobox + a clause combobox (both `<input list>` so you can pick a catalogued value or type a one-off). New POs pre-fill from `getDefaultPoTerms()`; editing a PO loads `po.terms`, or (for pre-feature POs) `legacyPoTerms()` maps the old `tc*` columns + fixed lines onto rows.
- **Storage:** the chosen rows are a JSON **snapshot** on `PurchaseOrder.terms` (`[{ category, text }]`). It **supersedes** the legacy `tc*` columns for the export (`route.ts`) and PO detail; old POs with null `terms` still render from `tc*` + the fixed lines. `lib/terms.ts` `parsePoTerms` validates the JSON; `lib/terms-data.ts` exposes `getTermsCatalogue` / `getDefaultPoTerms`. No "work order" type — POs only (per the issue's steer).

### Unsaved-changes prompt (issue #18)

The PO **create** (`new-po-form`) and **edit** (`edit-po-form`) screens guard against losing in-progress work. `components/po/unsaved-changes-guard.tsx` `<UnsavedChangesGuard>` arms once the form is `dirty` (any `onInput`/`onChange` on the form, plus the React-state editors — line items, terms, files, accounting code) and:
- **Hard navigations** (refresh, tab close, external link) → the browser's native "Leave site?" prompt (`beforeunload`; browsers can't render custom buttons here, so save-as-draft isn't offered on this path).
- **In-app navigations** (sidebar / header / any internal `<a>`) → a capture-phase click interceptor opens an `AdminDialog` offering **Save as draft** (runs the form's draft save, which redirects to the PO) / **Discard changes** (navigates to the intended URL) / **Stay on page**.

`dirty` is reset before the form's own successful-submit redirect so saving never trips the guard. The SPA **back button** (popstate) is not intercepted — only `beforeunload` covers it. The manager inline-edit panel on `/approvals/[id]` is out of scope (it saves in place via `router.refresh()` with no draft concept).

### PO Numbering (`lib/po-number.ts`)

Structured format: **`COMPANY/VESSEL/PO_ID/FY`** — e.g. `PMS/HNR1/9000/2024-25`. The financial year is Indian (Apr–Mar) rendered `YYYY-YY`. System-generated `PO_ID` starts at **9000** to avoid clashing with historical numbers. **Imported POs keep their original PO number** verbatim; `parsePoNumber()` extracts the company/vessel/id parts on import.

### Payments

When Accounts records a payment, a **compulsory payment date** is captured (`PurchaseOrder.paymentDate`) — the input defaults to today and rejects future dates (validated in `processPaymentSchema` and `markPaid`). There is also an editable **`poDate`** field; the exported PO "Date" shows `poDate ?? approvedAt ?? createdAt` (i.e. the approval date once approved, not creation).

**Advance payment (issue #92):** the approving Manager sets how much of the PO is paid first via a 0–100% slider on the approval card (`approval-actions.tsx`, default 100%). The slider is convenience only — the resolved **absolute amount** is stored on `PurchaseOrder.suggestedAdvancePayment` (`Decimal(12,2)`, nullable; null = no explicit advance ⇒ full payment). `approvePo()` clamps it to `[0, totalAmount]` and records it on the `APPROVED` audit row; it is **set once at approval and never edited after**. Accounts sees it on the payment queue + PO detail, and it **prefills the first payment's amount** (`payment-actions.tsx`, only when nothing is paid yet and the advance is a true partial); the balance then runs through the normal `PARTIALLY_PAID` loop. It does **not** appear on the exported PO/invoice.

### Vendors

`Vendor` carries `isVerified`, `gstin`, `pincode` + `latitude`/`longitude` (geocoded for vendor-distance sorting from a Site), and a `VendorContact[]` list. **Submitters can create vendors** (permission `create_vendor`) but they are created **unverified**; a vendor becomes verified when a PO is closed/paid with it, on import, or when a Manager/Accounts/Admin runs `verifyVendor`. Only `manage_vendors` holders may assign a `vendorId` (the formal verified code).

### Email PO to vendor (issue #14)

An **Email to vendor** button on the PO detail (`po-detail.tsx`, available once the PO is approved — `MGR_APPROVED` through `CLOSED`, and again after payment — when the vendor has a primary-contact email) opens an **Outlook draft** addressed to that contact with a **time-limited PDF download link** in the body. The user reviews and sends it.

The pipeline (no mailto attachment — `mailto:` can't carry files): `prepareVendorEmail(poId)` (`po/[id]/email-actions.ts`) → `renderPoPdf` (`lib/pdf-service.ts`) → **PdfService** (a standalone Express + Playwright microservice, the GstService/EpfoService pattern) renders the existing `/api/po/[id]/export?format=pdf&pdf=1` page to a real PDF via headless Chromium → `uploadBuffer` to R2 (`po-pdf/…`) → `generateDownloadUrl` (presigned, **7-day** TTL) → returns a `mailto:` with the link. The export route accepts a server-only `svc` token (`PDF_SERVICE_TOKEN`) so PdfService can fetch the page without a user session, and `pdf=1` drops the on-screen print button + `window.print()` auto-trigger. Gated by `PDF_SERVICE_URL`/`PDF_SERVICE_TOKEN` — if unset the action returns a friendly "not configured" error. **No new DB model/migration.**

**Caching:** the PDF is stored at a **deterministic per-PO key** (`buildPoPdfKey` → `po-pdf/<poId>/<slug>.pdf`, no timestamp). On each send, `statObject(key)` checks for an existing copy: if one exists and its `lastModified >= po.updatedAt`, it's **reused** (no re-render, no re-upload) and only a **fresh presigned URL is minted** (refreshing the 7-day timer). It re-renders only when there's no copy yet or the PO changed since the cached one.

### Inventory (feature-flagged)

Inventory (`ItemInventory`, keyed by `productId` + `siteId`) is **incremented at PO approval** — not on close — for the ordered quantities, when the PO has a `siteId`. The whole inventory surface (site stock, consumption) is gated by `NEXT_PUBLIC_INVENTORY_ENABLED` (see `lib/feature-flags.ts`); the vendor/product catalogue used for PO creation stays available regardless.

### Product catalogue sync (`lib/product-catalog.ts`)

`syncProductCatalog(poId, lineItems, vendorId, actorId)` registers a PO's line items as reusable **`Product`s** (the `/catalogue/items` catalogue): a line item with no `productId` is matched to an existing product by name (case-insensitive) or a new product is created, then the line item is linked back; `lastPrice`/`lastVendorId` and the per-vendor `ProductVendorPrice` are upserted. It runs **at approval** (`approvePo`) so an approved PO's items are immediately reusable in further POs, **and again at full payment** (`markPaid`) to refresh prices on the final figures. Idempotent — re-running matches the same product. (Import takes its own auto-create path.)

### Import → Closed

`/po/import` parses a Pelagia-format Excel PO and saves it **directly as `CLOSED`** (historical record, bypasses approval). It auto-detects the company (by header/code), auto-matches the vessel by code, **auto-creates the vendor and any unknown products**, and upserts per-vendor prices.

### Reports — Purchasing spend analytics (issue #18 wiki "Reports Mockup")

Spend analytics under a **Reports** sidebar section (with a **"Purchasing"** subheading, so other domains can add report groups later). Gated by **`view_analytics`** (Manager / SuperUser / Auditor / Admin); CSV export by the same. Two report families, each an **index → drill/detail** pair:

- **Cost Centres** (`/reports/cost-centres`) — spend compared across **vessels** (the PO cost centre). Row → **`/reports/cost-centres/[id]`** detail: trend + a **Top accounting codes** breakdown re-pivotable by tier (Heading / Sub-heading / Leaf) and Top-N.
- **Accounting Codes** (`/reports/accounting-codes`) — drills the `Account` tree (headings → sub-headings → leaves) via a `?parent=` query; leaf rows open **`/reports/accounting-codes/[id]`**: trend + breakdown **by cost centre** (or, for a non-leaf, by sub-account).

**Spend definition** (`lib/reports.ts`, the pure/unit-tested core): a PO counts once it reaches `POST_APPROVAL_STATUSES`, dated by `approvedAt`, valued at the full `totalAmount` — the same basis as the dashboard tiles. FY is the Indian **Apr–Mar** year. `getReportDataset()` does one query pass; everything else is pure functions over it. **`allocatePoSpend()`** splits each PO across the accounting codes its **line items** carry (line `accountId`, falling back to the PO-level account), **proportionally** so the per-PO rows always sum back to `totalAmount` — so multi-account POs are attributed correctly in the accounting-code report. `poCount` is **distinct POs** (a multi-account PO yields several rows). Account spend rolls leaf descendants up via `buildAccountIndex().leavesUnder`.

**Filters** live in the **URL query** so the server component re-renders — no client fetching: `gran` (**weekly** / monthly / yearly), `fy`, `month` (weekly), `scope` (Top/Bottom-N), `parent` (accounting drill), `tier` / `break` / `topn` (detail breakdowns), and `sel` + `cmp` (the **custom "Add to graph"** multi-select — tick rows via the `<SelectCheckbox>` links, then `cmp=1` compares just the selected set). Weekly focuses one FY month and buckets by week-of-month (W1–W5). The shared `<ReportsToolbar>` (client) writes the params; charts are **recharts** (`components/reports/charts.tsx`) — the comparison chart plots **one colour-coded series per item** (cost centre / accounting code) in every granularity, including the yearly grouped-bars view (x-axis = FYs, a coloured bar per item — not one colour per year); KPIs/tables/breadcrumbs are server-rendered. Export → `/api/reports/spend?dim=…` (CSV mirroring the on-screen view, incl. the custom selection).

**Drill to POs (#126):** each detail page (`/reports/cost-centres/[id]`, `/reports/accounting-codes/[id]`) has a **"View POs"** link to **PO History** pre-filtered to that cost centre / accounting code over the period in view — `periodRange(gran, fy, month, fys)` (`lib/reports.ts`) maps the on-screen period onto History's `approvedFrom`/`approvedTo` (weekly → the focused month, monthly → the FY, yearly → the full FY span; spend is dated by `approvedAt`). PO History (`/history`) gained an **`accountId`** filter that accepts **any** account-tree node and matches a PO whose **PO-level account or any line-item account** is a leaf under it (`accountLeafIds()` expands the node) — the same attribution basis the reports use. The History page **and** its CSV/PDF export route (`/api/reports/export`) build their `where` from one shared `lib/history-filter.ts` `buildPoHistoryWhere()` so they stay in lockstep.

Sites are **not** cost centres (only vessels are).

### Crewing (feature-flagged)

A crew-management module built incrementally per the **wiki `Crewing-Implementation-Spec`** (the authoritative spec), behind `NEXT_PUBLIC_CREWING_ENABLED` (off unless `"true"`). It is delivered in phases (spec §12). **Foundations** and **Requisitions** ship so far:

- **Role:** `SITE_STAFF` (the new `Role` enum member) — PM / Assistant PM / Site In-charge log in as site staff and act on behalf of crew. MPO is `MANNING`.
- **Permissions:** `lib/permissions.ts` holds the full crewing grant matrix (spec §6) as the source of truth — `PO_ROLE_PERMISSIONS` + `CREWING_ROLE_PERMISSIONS` are merged into `ROLE_PERMISSIONS`. Notable rules: MPO has **no** attendance/leave; `decide_leave`/`approve_*`/`select_candidate` are Manager-only; `manage_ranks` is Manager + Admin.
- **Reference data:** `Rank` is a self-referential org-chart hierarchy (like `Account`), seeded from `prisma/rank-data.ts`; `RankDocRequirement` (seeded from `prisma/rank-doc-data.ts`) lists the documents each rank must hold. Both seed via the shared `prisma/seed-ranks.ts` in dev **and** prod seeds. `Rank.grantsLogin` is true only for the three management ranks.
- **Admin screen:** `/admin/ranks` ("Ranks & documents", gated by `manage_ranks` + the flag) — the rank hierarchy card + per-rank required-documents card.

**Phase 2 — Requisitions + relief (spec §5.2/§8.2–8.3):**

- **Models:** `Requisition` (lifecycle `OPEN → SHORTLISTING → PROPOSING → INTERVIEWING → SELECTED → FILLED`, `→ CANCELLED`), `ReliefRequest` (site-flagged gap the office converts), and `CrewAction` (the crewing audit trail — the `POAction` mirror). `Requisition.autoRaised` marks system-raised vacancies.
- **State machine:** `lib/requisition-state-machine.ts` mirrors `po-state-machine.ts` (`TRANSITIONS`, `canPerformAction`, `getAvailableActions`; orthogonal `CANCEL_ROLES`/`canCancel`). Final selection is Manager-only; withdraw is allowed from OPEN/SHORTLISTING by `cancel_requisition` holders (MPO + Manager, per §6). Codes (`REQ-9000…`) come from `lib/requisition-number.ts`.
- **Actions** (`app/(portal)/crewing/requisitions/actions.ts`): `raiseRequisition`, `cancelRequisition`, `transitionRequisition`, `requestReliefCover`, `convertReliefToRequisition` — each guards flag + permission + state, writes a `CrewAction`, and notifies via `notifyCrew`. The shared `autoRaiseRequisition()` in `lib/requisition-service.ts` is the backfill entry point sign-off / leave-clash (later phases) will call.
- **Screens:** `/crewing/requisitions` (list + Raise modal + "Relief requests from sites" convert) and `/crewing/requisitions/[id]` (detail; the recruitment pipeline is a later phase). **Requisitions** is in the flag-gated sidebar **Crewing** section (`CREWING_ITEMS`, Manager + MPO). The Ranks link stays under Administration.
- **Notifications:** `lib/notifier.ts` `notifyCrew()` is the PO-independent path (writes `Notification` rows with a null `poId`); `CrewNotificationEvent` covers `REQUISITION_RAISED` / `RELIEF_REQUESTED` / `RELIEF_CONVERTED`.
- **Deferred:** sign-off / experience-record (Epic K) is part of spec §12 item 2 but depends on the crew/assignment models from Phase 3/4, so it lands with those. `autoRaiseRequisition()` is already in place for it.

**Phase 3a — Candidates (Epic B; spec §8.6):** Phase 3 (candidate intake + 7-stage pipeline + onboarding) ships as **stacked sub-PRs** — 3a candidates, 3b pipeline, 3c onboarding.

- **Model:** `CrewMember` is the talent-pool spine — one row per person, created on first contact and kept through `CANDIDATE → EMPLOYEE → EX_HAND` (`CrewStatus`). `employeeId` is assigned only at onboarding (3c). `CandidateType` (NEW/EX_HAND) and `CandidateSource` derive from the chosen source; `currentRankId` (rank held) + `appliedRankId` (rank applied for). `CrewAction` gained a nullable `crewMemberId` (it now references at most one entity).
- **Actions** (`app/(portal)/crewing/candidates/actions.ts`): `addCandidate` / `updateCandidate` — guard flag + `manage_candidates`, write a `CrewAction`, optional CV upload via `buildStorageKey("cv", …)` + `uploadBuffer`. An EX_HAND source maps to `type/status = EX_HAND`; an edit never downgrades an `EMPLOYEE`.
- **Screens:** `/crewing/candidates` (master list with search / source / rank-applied / min-experience filters rendered as removable chips + match count + Clear all; Add-candidate modal) and `/crewing/candidates/[id]` (profile; the 7-stage pipeline/stepper is 3b). **Candidates** added to the flag-gated Crewing nav (Manager + MPO).
- **Deferred:** the public careers intake API (A2, §13 open question) — 3a uses the internal Add-candidate modal only; CVs are stored but not parsed.

**Phase 3b — Recruitment pipeline (Epic C; spec §5.1/§8.4–8.5/§8.13):**

- **Models:** `Application` (one per requisition+candidate) drives the 7-stage `ApplicationStage` (`SHORTLISTED → COMPETENCY_AND_REFERENCES → DOC_VERIFICATION → SALARY_AGREEMENT → PROPOSED → INTERVIEW → SELECTED`; `→ REJECTED`; `ONBOARDED` is 3c). `ApplicationGate` records each vetting gate — `SALARY` / `SELECTION` / `WAIVER` gates with `result=PENDING` are the Manager's queue items. `ReferenceCheck`, effective-dated `SalaryStructure` (attached to the Application in 3b; bound to the assignment in 3c), and minimal `BankDetail` / `EpfDetail` captured at DOC_VERIFICATION (PII encryption deferred to Phase 4). `CrewAction` gained `applicationId`.
- **State machine:** `lib/application-pipeline.ts` (mirrors po/requisition machines) — sourcing advances are MPO/Manager; `approve_salary` and `select` are Manager-only; `canReject` is orthogonal. `BOARD_STAGES` is the 7 columns.
- **Actions** (`app/(portal)/crewing/applications/actions.ts`): `addApplication` (first candidate moves the requisition OPEN→SHORTLISTING), `advanceStage`, `recordReferenceCheck`, `verifyDocuments` (captures bank/EPF), `agreeSalary`→`approveSalary`/`returnSalary`, `recordInterviewResult`, `requestInterviewWaiver`→`approveInterviewWaiver`/`declineInterviewWaiver`, `selectCandidate`/`returnSelection` (sets requisition→SELECTED), `rejectApplication`. Waiver is **never automatic** (R2). Notifications: `SALARY_FOR_APPROVAL` / `SELECTION_FOR_APPROVAL` / `WAIVER_REQUESTED` (+ `CANDIDATE_PROPOSED`).
- **Screens:** pipeline board per requisition (`/crewing/requisitions/[id]/pipeline`, 7 columns + Add-candidate), the application workhorse (`/crewing/applications/[id]` — 7-step stepper + adaptive per-stage action card), and an **"Open pipeline"** action on the requisition detail.
- **Central approvals (§8.13 R8):** `/approvals` now also lists pending crewing gates (Salary / Selection / Waiver) with inline Approve/Return, alongside POs — one unified Manager queue.

**Phase 3c — Onboarding (Epic D; spec §8.5/§9/§11):**

- **Models:** `CrewAssignment` (a tour of duty, `AssignmentStatus` ACTIVE/ON_LEAVE/SIGNED_OFF — leave/sign-off are Phase 4) and `ContractLetter` (`salaryRestricted`). `SalaryStructure` gained `assignmentId` (bound at onboarding). `CrewActionType += CREW_ONBOARDED`. Employee numbers `CRW-xxxx` via `lib/employee-number.ts`.
- **Action** (`onboardCandidate`, `onboard_crew`): one transaction off a `SELECTED` application — assign `employeeId`, create `CrewAssignment(ACTIVE, signOnDate)`, bind the approved `SalaryStructure` (`assignmentId` + `effectiveFrom`), `Application → ONBOARDED`, `Requisition → FILLED`, `CrewMember → EMPLOYEE` (+ `currentRank`); contract letter stored after. Onboarded crew leave the Candidates pool (the Crew directory is Phase 4).
- **Screen:** the SELECTED action card's **Onboard to crew** modal (joining date, contract upload, starts-automatically chips); the assigned `CRW-` number shows on the ONBOARDED card.
- **Deferred:** SITE_STAFF **login creation** for management ranks (grantsLogin) is a follow-up; attendance/experience/PPE records (the "starts automatically" chips) begin in Phase 4.

**Phase 4a — Crew records & profile + PPE (Epics E + F; spec §8.7–8.8):** Phase 4 (crew records, PPE, leave/attendance + sign-off) ships as **stacked sub-PRs** — 4a records/profile/PPE, 4b leave/attendance, 4c sign-off/experience.

- **Models:** `SeafarerDocument`, `NextOfKin` (`isEmergency`), `ExperienceRecord`, `PpeIssue` (`PpeItem` enum) — all on `CrewMember`. `CrewActionType += DOCUMENT_UPLOADED / RECORD_UPDATED / PPE_ISSUED / PPE_RETURNED / EXPERIENCE_ADDED`. (`BankDetail`/`EpfDetail` already exist from 3b.)
- **PII masking** (`lib/crew-pii.ts`, spec §6/§8.8): bank account number + Aadhaar are full only for **Accounts/SuperUser**, masked (`•••• 1234`) otherwise; salary hidden from **site staff**. Masking is applied **server-side** before data crosses to the client.
- **Actions** (`app/(portal)/crewing/crew/actions.ts`): `uploadDocument`/`deleteDocument`, `saveBankEpf`, `addNextOfKin`/`deleteNextOfKin`, `issuePpe`/`returnPpe`, `addExperience` — guarded by `upload_crew_records` / `issue_ppe`, each writes a `CrewAction`. Document/contract files via `buildStorageKey("crew-document", …)`.
- **Screens:** `/crewing/crew` (directory — active `EMPLOYEE` crew, search + vessel filter; ex-hands excluded) and `/crewing/crew/[id]` (tabbed profile: Documents · Bank & EPF · Next of kin · PPE · Experience · Pay status). **Crew** added to the flag-gated nav (MGR/MPO/Site/Accounts).
- **Deferred:** site-staff **own-site scoping** (needs a User↔Site link, not modelled — all crew show for now); the records **verify queue** (§8.11, Phase 5); the Pay-status tab shows the salary structure only until wage reports (Phase 6).

**Phase 4b — Leave & attendance (Epic G; spec §5.3/§8.9–8.10):**

- **Models:** `LeaveRequest` (`LeaveType`, `LeaveStatus`) and `Attendance` (`AttendanceStatus`, `@@unique([assignmentId, date])`) hang off `CrewAssignment`. `CrewActionType += LEAVE_APPLIED / LEAVE_DECIDED / ATTENDANCE_RECORDED`.
- **Leave (R1):** **Site staff apply on behalf** (`apply_leave`); the **Manager decides** (`decide_leave`) — the **MPO has no leave role**. On approval the assignment goes `ON_LEAVE`. Leave approvals also surface in the central `/approvals` queue (§8.13 "Leave" kind, inline Approve/Decline). Notification `LEAVE_FOR_APPROVAL`.
- **Clash auto-backfill (R6, Option A):** `VesselRankRequirement{vesselId, rankId, minStrength}` configures required crew strength per rank per vessel. `lib/leave-clash.ts` flags a clash when approving a leave would drop the **active same-rank cover over the window below `minStrength`** (default **1** when unconfigured) → auto-raises a `LEAVE` requisition via the Phase-2 `autoRaiseRequisition`. The requirement is managed by the office (`manage_crew`).
- **Attendance (R5):** daily month calendar, **site staff record** (`record_attendance`), **Manager views** (`view_attendance`) but cannot edit, **MPO has neither**. `saveAttendance(assignmentId, marks)` bulk-upserts the dirty cells.
- **Screens:** `/crewing/leave` (apply-on-behalf modal + requests list with Manager Approve/Decline) and `/crewing/attendance` (crew dropdown + month grid, tap-to-cycle Present/Absent/Leave/Half-day, Save). **Leave** + **Attendance** added to the flag-gated nav (Manager + Site staff only).
- **Deferred:** the 6-month leave-planner timeline with clash bars (§8.9) is a lightweight list for now; hours/overtime attendance (A7) stays deferred.

**Crewing admin (office/admin management):** a new `manage_crew` permission (Manager + SuperUser + Admin) gates a small Administration surface:
- **Crew management** (`/admin/crew`): full CRUD over `CrewMember` (any status), and **direct placement** — `placeCrew` assigns a crew member to a vessel/site **without a requisition** (creates an `ACTIVE` `CrewAssignment`; promotes a candidate to `EMPLOYEE` with a `CRW-` number; blocked if they already have an active assignment).
- **Crew strength** (`/admin/crew-strength`): CRUD over `VesselRankRequirement` (the `minStrength` that drives R6 leave-clash detection).
- Both links sit under **Administration** (flag-gated, Manager/Admin/SuperUser).

**Phase 4c — Sign-off & experience (Epic K; spec §5.3):** completes Phase 4 (and the Epic K piece deferred from Phase 2).

- **`signOffCrew(assignmentId, date, remarks)`** (`crewing/crew/actions.ts`, `sign_off_crew`): one transaction — assignment → `SIGNED_OFF` (+ `signOffDate`), append an internal `ExperienceRecord` (rank, on/off dates, computed `durationMonths`), flip the **same `CrewMember`** `EMPLOYEE → EX_HAND` (so they return to the Candidates pool as a returning hand), `CrewAction CREW_SIGNED_OFF`; then auto-raise a `SIGN_OFF` backfill requisition via `autoRaiseRequisition`. (`CrewActionType += CREW_SIGNED_OFF`.)
- **Screen:** a **Sign off** button on the crew-profile header (`/crewing/crew/[id]`, `sign_off_crew` holders — Site staff / MPO / Manager); on success it redirects to the Crew directory (the member is no longer `EMPLOYEE`).
- This closes **Phase 4** (E/F/G + K). Remaining roadmap: Phase 5 (verification + appraisal), Phase 6 (payroll, dashboards, notifications).

**Phase 5a — Verification (Epic I; spec §8.11/R11):** the office queue for site-entered records (Phase 5 ships as 5a verification → 5b appraisal).

- **Actions** (`crewing/verification/actions.ts`): `verifyDocument(id, approve, remarks)` (`verify_site_records` — MPO/Manager) sets a `SeafarerDocument`'s `verificationStatus` + `verifiedById`; `verifyBankEpf(crewMemberId, "bank"|"epf", approve, remarks)` (`verify_bank_epf` — Accounts) does the same for `BankDetail`/`EpfDetail`. Rejection requires remarks; both write a `CrewAction` (`RECORD_VERIFIED`/`RECORD_REJECTED`). No new models — the verification fields already existed (3b/4a).
- **Screen:** `/crewing/verification` — role-aware (MPO sees pending documents with expiry flags; Accounts sees pending bank/EPF), Verify / Reject-with-remarks. **Leave is not here** (it's a Manager approval, R11). Added to nav (MPO + Accounts + SuperUser, §7).
- **Deferred (per decision):** PPE / next-of-kin verification gates (low-risk; no `verificationStatus` on those models).

**Phase 5b — Appraisal (Epic H; spec §5.4/§8.14):** completes Phase 5.

- **Model:** `Appraisal` (on `CrewAssignment`) + `AppraisalStatus` (`DRAFT → SUBMITTED → MPO_VERIFIED → MANAGER_APPROVED`; `→ REJECTED`). `ratings` is a small JSON (competence/conduct/safety). `CrewActionType += APPRAISAL_SUBMITTED/VERIFIED/APPROVED/REJECTED`.
- **State machine** `lib/appraisal-state-machine.ts`: `verify` (SUBMITTED→MPO_VERIFIED, MPO/Manager) and `approve` (MPO_VERIFIED→MANAGER_APPROVED, Manager); orthogonal reject.
- **Actions** (`crewing/appraisals/actions.ts`): `raiseAppraisal` (`raise_appraisal` — PM/site staff; creates `SUBMITTED`), `verifyAppraisal` (`verify_appraisal` — MPO), `approveAppraisal` (`approve_appraisal` — Manager); reject paths require remarks; notifications `APPRAISAL_FOR_VERIFICATION` / `APPRAISAL_FOR_APPROVAL`.
- **Three surfaces** (§8.14): the PM raises + sees status on the crew profile **Appraisals** tab; the MPO verifies in the **Verification** queue (Appraisals section); the Manager approves in the central **/approvals** queue (Appraisal kind).
- This completes **Phase 5** (I + H). Remaining roadmap: **Phase 6** — payroll (Pay-status tab + Approvals "Wage"), dashboards, notifications (J, M).

**Crewing follow-ups (resolved deferrals):** the self-contained deferrals from earlier phases are now done:
- **SITE_STAFF login on onboard/placement** — `lib/crew-login.ts` `maybeCreateSiteStaffLogin` creates a passwordless `SITE_STAFF` `User` (sharing the `CRW-` employee no.) when a `grantsLogin` rank is onboarded (`onboardCandidate`) or placed (`placeCrew`) and the crew member has an email; the login's `siteId` is set to the assignment's site.
- **Own-site scoping (§8.7)** — `User.siteId` added; the Crew directory filters a `SITE_STAFF` user with a home site to crew whose active assignment is at that site (graceful: no `siteId` → unscoped). The link is set at login creation above.
- **PPE / next-of-kin verify gates** — `PpeIssue` / `NextOfKin` gained `verificationStatus` + `verifiedById`; `verifyPpe` / `verifyNextOfKin` (`verify_site_records` — MPO) and queue sections in `/crewing/verification`.
- **EPFO / UAN assisted verification (A3):** `EpfoService/` is a standalone Express + Playwright proxy (the **GstService pattern**) that does an OTP-handshake UAN lookup against the EPFO member portal — `POST /otp` then `POST /verify`. The app proxies via `/api/epfo/otp` + `/api/epfo` (gated by `verify_bank_epf`), and the **EPFO check** affordance in the verification queue records the returned member name onto `EpfDetail.epfoMemberName` (`recordEpfoCheck`). The live portal navigation is **stubbed behind `EPFO_LIVE`** (deterministic in dev/CI: OTP `000000` → matched) until the real selectors/OTP are validated. **Aadhaar is intentionally not handled** (UIDAI-restricted — stays assisted-manual; only `aadhaarLast4` stored, masked).
- Still deferred (not self-contained): the public careers intake API (A2, external) and the Pay-status pay rows (Phase 6 payroll).

### GST Calculation

Per line item: `lineInclGst = quantity × unitPrice × (1 + gstRate)`. The `gstRate` is stored as a decimal on `POLineItem` (e.g., `0.18` = 18%).

**TCS & Discount (issue #133):** two **PO-level** charges shown below GST, stored as **absolute** rupee amounts on `PurchaseOrder.tcsAmount` / `discountAmount` (`Decimal?`, default 0; null/0 on historical & imported POs). The PO forms offer a percentage control bidirectionally linked to the rupee value (a convenience — only the absolute amount is persisted); discount is applied **post-GST**.

`totalAmount` **folds the charges in** — it is the net payable:

```
totalAmount = Σ(quantity × unitPrice × (1 + gstRate)) + tcsAmount − discountAmount
```

So payments, reports, and the advance-payment slider all operate on the true amount due. The single source of truth for this math is **`lib/po-money.ts`** (`computePoMoney` / `poNetPayable`), used by `createPo`, `updatePo`, import, both manager-edit actions (which **preserve** the PO's existing TCS/Discount when recomputing), the PO detail/forms, and the PDF/XLSX export.

### Environment Variables

```
NEXTAUTH_SECRET         # Required always
NEXTAUTH_URL            # Required always (e.g., http://localhost:3000)
DATABASE_URL            # PostgreSQL connection string

AZURE_AD_CLIENT_ID, AZURE_AD_CLIENT_SECRET, AZURE_AD_TENANT_ID
                        # Microsoft Entra SSO (prod). auth.ts reads them at module
                        # load — set placeholders in non-SSO/dev envs so it boots.

# Optional in dev (defaults to local storage + console email):
R2_ACCOUNT_ID, R2_ACCESS_KEY_ID, R2_SECRET_ACCESS_KEY, R2_BUCKET_NAME, R2_PUBLIC_URL
RESEND_API_KEY, EMAIL_FROM, EMAIL_FROM_NAME

# Report Issue button (lib/forgejo.ts); token needs write:issue:
FORGEJO_URL, FORGEJO_REPO, FORGEJO_TOKEN

GST_SERVICE_URL         # GstService microservice (defaults to localhost:3003)
EPFO_SERVICE_URL        # EpfoService microservice for UAN lookup (defaults to localhost:3004)
PDF_SERVICE_URL         # PdfService microservice for PO→PDF render (defaults to localhost:3005)
PDF_SERVICE_TOKEN       # Shared secret for PdfService ↔ export-route auth ("Email to vendor")
APP_INTERNAL_URL        # Base URL PdfService reaches the app at (falls back to NEXTAUTH_URL)
NEXT_PUBLIC_INVENTORY_ENABLED   # Inventory feature flag
NEXT_PUBLIC_SUBMITTER_VIEW_ALL_ENABLED  # Opt-in ("true"): submitters (TECHNICAL/MANNING) read & export every PO + History (read-only)
NEXT_PUBLIC_CREWING_ENABLED     # Crewing module feature flag (opt-in "true"; off by default)
NEXT_PUBLIC_CLOSED_PO_ATTACHMENTS_ENABLED  # Opt-in ("true"): a PO's own submitter + Accounts/Manager/SuperUser may add attachments in any state except rejected/cancelled (upload-bug remediation + general "attach after the fact"). Off by default.
NEXT_PUBLIC_ENV_LABEL   # When set, shows a non-prod banner (EnvBanner). Leave unset in prod.
```

### Operations & automation

This repo runs a self-hosted issue-to-deploy pipeline on the `pms1` server (Forgejo +
headless Claude Code). See [`../automation/README.md`](../automation/README.md). Relevant
when working in this codebase:

- The **Report Issue** button (portal header) files a Forgejo issue; a watcher triages it
  and, for auto-fixable ones, implements a fix and opens a PR. Deploys are gated on a
  human merging the PR and pushing a `vX.Y.Z` tag.
- Automated fixes and the **staging** instance run against `pelagia_test`, a **daily mirror
  of the production database**, in dev mode (console email, local storage). Migrations are
  applied to it, so its schema tracks `master`. Never assume an empty DB — it holds prod-like data.
